Private Client Banker - Hamburg (Camp Rd)
Core
Trusted advisor and problem solver delivering financial wellness solutions and managing client relationships for individuals and businesses with up to $2M in investable assets.
Role type
Private Client Banker (Retail Banking)
Builds
Personal and business accounts, deposit products, lending solutions, and financial wellness plans for KeyBank clients.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, prospecting and networking, sales goal attainment, financial needs assessment, product knowledge (deposits, lending, insurance), compliance adherence, digital platform education, internal partner collaboration.
Preferred skills
Small business client interaction, objection handling, advanced financial planning expertise.
Technologies
MS Windows, Office Products (Word, Excel), digital banking platforms, mobile apps.
Responsibilities
Assess client financial needs and document data; deliver customized financial wellness recommendations; open personal and business accounts; build client referral pipelines; refer clients to specialized sales professionals; support branch operations and teller lines; maintain compliance with operational and security policies.
Seniority
Individual Contributor, entry to mid-level